Purchases and Sales Made in Q1 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2024. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
257+ 9.98% |
$13.1K - $16.3K
|
2.83K
$231K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
256+ 6.13% |
$13.1K - $16.2K
|
4.43K
$361K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
252+ 4.86% |
$12.9K - $15.9K
|
5.43K
$442K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
250New |
$12.8K - $15.8K
|
250
$20.4K
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
248+ 5.11% |
$12.7K - $15.7K
|
5.1K
$415K
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
248+ 5.11% |
$12.7K - $15.7K
|
5.1K
$415K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
246New |
$12.6K - $15.6K
|
246
$20K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
240+ 3.21% |
$12.3K - $15.2K
|
7.71K
$627K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
239+ 0.31% |
$12.2K - $15.1K
|
76.8K
$6.26M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
239+ 1.14% |
$12.2K - $15.1K
|
21.1K
$1.72M
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
236+ 5.17% |
$12.1K - $14.9K
|
4.8K
$391K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
236+ 1.19% |
$12.1K - $14.9K
|
20.1K
$1.64M
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
235+ 3.03% |
$12K - $14.9K
|
7.99K
$650K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
225+ 28.27% |
$11.5K - $14.2K
|
1.02K
$83.1K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
224+ 3.71% |
$11.4K - $14.2K
|
6.25K
$509K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
214+ 4.02% |
$10.9K - $13.5K
|
5.54K
$451K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
212+ 85.48% |
$10.8K - $13.4K
|
460
$37.5K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
209+ 653.13% |
$10.7K - $13.2K
|
241
$19.6K
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
206+ 2.48% |
$10.5K - $13K
|
8.5K
$692K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
203+ 4.76% |
$10.4K - $12.8K
|
4.46K
$364K
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
200+ 0.56% |
$10.2K - $12.6K
|
36.1K
$2.94M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200+ 1.62% |
$10.2K - $12.6K
|
12.5K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$10.2K - $12.6K
|
200
$16.3K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
199+ 0.45% |
$10.2K - $12.6K
|
44.5K
$3.62M
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
198+ 0.21% |
$10.1K - $12.5K
|
93.5K
$7.62M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
197+ 1.57% |
$10.1K - $12.5K
|
12.8K
$1.04M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
194+ 0.24% |
$9.92K - $12.3K
|
81.7K
$6.66M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
194+ 11.7% |
$9.92K - $12.3K
|
1.85K
$151K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
189+ 4.44% |
$9.66K - $12K
|
4.44K
$362K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
185+ 3.91% |
$9.46K - $11.7K
|
4.92K
$401K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
182New |
$9.3K - $11.5K
|
182
$14.8K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
182+ 0.03% |
$9.3K - $11.5K
|
584K
$47.6M
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
179+ 2.91% |
$9.15K - $11.3K
|
6.33K
$515K
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
175+ 3.21% |
$8.94K - $11.1K
|
5.63K
$458K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
170+ 3.43% |
$8.69K - $10.8K
|
5.13K
$418K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
165+ 2.69% |
$8.43K - $10.4K
|
6.29K
$512K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
164+ 3.97% |
$8.38K - $10.4K
|
4.3K
$350K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
162+ 25.12% |
$8.28K - $10.2K
|
807
$65.7K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
159New |
$8.13K - $10.1K
|
159
$12.9K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
157+ 0.74% |
$8.02K - $9.93K
|
21.5K
$1.75M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
154New |
$7.87K - $9.74K
|
154
$12.5K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
153+ 2.02% |
$7.82K - $9.68K
|
7.73K
$629K
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150+ 2.52% |
$7.67K - $9.49K
|
6.11K
$498K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
136+ 27.09% |
$6.95K - $8.6K
|
638
$52K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
133+ 1.69% |
$6.8K - $8.41K
|
8.01K
$652K
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
133+ 0.24% |
$6.8K - $8.41K
|
54.7K
$4.46M
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
128+ 0.56% |
$6.54K - $8.09K
|
23K
$1.87M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
125+ 0.9% |
$6.39K - $7.91K
|
14K
$1.14M
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
122+ 1.66% |
$6.24K - $7.72K
|
7.49K
$610K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
122New |
$6.24K - $7.72K
|
122
$9.93K
|